Assured Guaranty Ltd. (AGO)

How many stocks are out there with 100% price targets and a blessing from the Axe of JP Morgan? In short, FSA's premium revenue is recognized going forward as AGO purchased the company at a large discount to book value – Bingo.

Might reconsider the way Wilbur Ross has fine tuned this business model and turned this company in a profitable direction.

Wilbur Ross owns 16 million shares plus of AGO with an average price of $15-20 per share and steadily increases his stake.

The reasoning behind the $42 target isn't based on some quirky DCF-based analysis. The people at JPM realized that they were being too conservative and are upping their 2011/2012 EPS estimates by a mile. So, as they say.....can you trust JPM and their DD?

I’ll give it a green thumb.

It's an overpriced dog.

Easy 10 points here for me... short term pick

Wilbur Ross, King of the Bottom Feeders. Prime for buyout by Goldman or Berkshire. The only game in town.

Going places, good places!

Assured Guaranty Ltd. (Assured Guaranty) is a holding company that provides, through its operating subsidiaries, credit enhancement products to the public finance, structured finance and mortgage markets. The Company markets its products directly and through financial institutions, serving the United States and international markets. Assured Guaranty operates through wholly owned subsidiaries including Assured Guaranty US Holdings Inc., Assured Guaranty Re Ltd. (AG Re), and Assured Guaranty Finance Overseas Ltd. (AGFOL). Its principal operating subsidiaries are Assured Guaranty Corp. (AGC) and AG Re. Its operations include four principal business segments: financial guaranty direct, financial guaranty reinsurance, mortgage guaranty and other. The Company primarily conducts its business in the United States, Bermuda and the European community. In July 2009, the Company completed the acquisition of Financial Security Assurance Holdings Ltd. from Dexia SA.

A marked price rise today ahead of earning on Monday. Expectations appear to be very high and any good report is probably already priced into the stock. Mostly down side risk in the near term, especially with Bernanke talking this week.

Moody's

Must have missed this one before. Making lots of money!

Why is this insolvent firm still is business? I thought they declared bankruptcy last year.

It has great management.

I like insurance right now. In general, insurance is a bit of sham and there is no bigger scam than municipal insurance. Plus, Wilbur Ross owns a big chunk of the company.

Uncertain future for financial companies which are not related to GS or deemed to big to fail. The recent price spike may begin triggering profit taking.

One of the few bond insurers along with berkshire to still not have junk ratings. They have been very selective in insuring bonds and that will help. Acquistion of FSA muni unit makes them the biggest bond insurer in the industry

May 8th, 2009, and AGO still earns just 1 star?

short slope of hope

Those who are hoping for a recovery will be disappointed. Sell early sell often

rally picks

mortgage insurers wont fail

A holding company that provides...credit enhancement products to the public finance, structured finance and mortgage markets."